TLS introduces IA’s BlackRock Fund
BlackRock US Equity Index Fund offered through IA Financial Group has been added to our list of preferred segregated funds.
The fund’s objectives are to achieve medium and long term capital growth through indexed portfolio management built by investing directly in US stocks on the S&P 500, a key benchmark of the US stock market.
The fund invests in stocks of some of the largest companies in the world currently, they include Apple, Microsoft, Amazon, Facebook, Visa and more.
While boasting significant returns, what I find even more impressive is that as of December 31, 2019, the fund had never produced a negative return in any calendar year since inception.
To-date through the COVID-19 crisis, the fund has displayed significantly less downward volatility than the S&P index.
For the fund fact sheet click on the link below and please contact our office for more details on this fund and our other funds, financial products and services.
TLS Financial Services Ltd. is licensed in Life, Accident and Sickness Insurance in B.C. and is a Managing General Agent (MGA) for IA Financial Group. John Shelling is licensed for Life, Accident and Sickness Insurance in Alberta and Life Insurance in Ontario.
- Past performance is not a guarantee or an indication of future returns.
- BlackRock is equity-based and likely to be more volatile than your balanced funds.
- Stock markets are 10+ years into a growth cycle – a correction is possible.
This information does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by TLS Financial Services Ltd. or any other third party regardless of whether such security, product or service is referenced in this brochure. Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. TLS Financial Services Ltd. does not represent that the investments, products, or services discussed in this website are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.